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Jul 22, 2021

Corporates need half a trillion of additional working capital requirement financing

In 2020, Working Capital Requirements in the West increased (+5 days in North America and +1 day across Western Europe) while it dropped in regions such as Latin America (-3 days), Eastern Europe (-2 days) and APAC (-1 day).

 

Jul 21, 2021

SPACs: Healthy normalization ahead

The SPAC party isn’t over yet, but don’t wait up for another phase of record high offerings as seen in 2020 and Q1 2021 — at least in the US. After hitting record highs in both volume and number, and becoming the preferred path over Initial Public Offerings, SPAC (Special Purpose Acquisition Companies) offerings came to a virtual halt in Q2 2021.

 

 

Jul 15, 2021

EU CBAM: Well intended is not necessarily well done

The devil is in the details: The EU carbon border adjustment mechanism (CBAM) will not only become more expensive than anticipated but will likely fail to restore a level playing field for industries heavily exposed to carbon pricing, first because it is an invitation for greenwashing.

Jul 13, 2021

Postponed motherhood may help narrow the income and pension gaps

In 2020, the number of live births fell to a new record low in many industrialized countries as the Covid-19 pandemic amplified an aleady existing trend: postponing motherhood. 

Jul 08, 2021

Global trade: Ship me if you can!

So far this year, global trade has bounced back faster and stronger than expected, especially in value terms (+8.6% q/q in Q1 2021 vs. +3.4% q/q in volume terms), driven by price and capacity pressures. 

Jul 05, 2021

France vs Germany: No #Euro2020 final but a tie against Covid-19

During the UEFA EURO 2020 opening game, France arguably dominated its archrival Germany. While both teams have since exited the tournament, we find a welcome tie between the EU’s two largest economies when it comes to weathering the Covid-19 crisis, judging by GDP developments, labor market performance, debt toll and policy support. 

Jul 01, 2021

This is (Latin) America: The unequal cost of living

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero. 

Jun 30, 2021

China´s corporate debt: Triaging in progress

With ~18% of global outstanding debt currently yielding in negative territory, investors are increasingly looking for yield-enhancing opportunities in higher risk Emerging Market assets. 

Jun 24, 2021

Emerging Markets debt relief

The Covid-19 pandemic and related global economic crisis triggered an unprecedented shift in public debt sustainability in the developing world. 

604 releases in total